Webinar: The Branch of the Future: How Branches Will Serve Members Who Don't Need Branches

Webinar: The Branch of the Future: How Branches Will Serve Members Who Don't Need Branches

Since 2008, transactions at teller windows have fallen 25% nationwide. This is just the beginning. With consumers using and trusting mobile and remote technologies, in-branch-teller transactions may become rare events. A recent survey indicated that consumers still want a convenient, physical branch, but only use it once a year. If members no longer need branches, yet want them, what will branches be for? This webinar will look at branch theories, concepts, and ideas from around the US and the world. You might be surprised how financial institutions are experimenting to determine what the branch of the future will look like.

HIGHLIGHTS

Creating your “Flagship Branch”

Opening “Member Acquisition Branches” to bring in new – especially younger – members

Developing mini and micro “Transaction and Community Branches” to serve members and give them a reason to come to you

Establishing a robust “Contact Center” to deal with more-complex member calls and chats in this new, high-technology world

Current and future technology that make branches unnecessary and relevant at the same time

WHO SHOULD ATTEND?

This informative session is designed for CEOs, directors, Supervisory Committee members, branch managers, management and staff in operations, sales, marketing, lending, strategy and technology, and others interested in the future of credit unions.

Attendance verification for CE credits provided upon request.

Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Tim Harrington, CPA, TEAM Resources

Tim Harrington is a Certified Public Accountant who specializes in working with community financial institutions. Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast.

A presenter at over 1,000 financial conferences, seminars, and webinars, Tim has provided consulting and training for hundreds of community financial institutions in nearly every state and four countries. Tim advises boards and senior management teams on strategy, profitability, and governance and works with staff on leadership and lending. In addition, he is a faculty member of three financial institution schools and is the author of the popular lending software “Lenders Tax Analyzer” and has taught lending personnel how to obtain monthly income from tax returns since 1992.

THREE REGISTRATION OPTIONS

Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

1. LIVE WEBINAR

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.

Convenient!

Listen to the
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2. ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.